Financial Reporting and Web Analysis Import Formats

Note:

In this topic, references to Financial Reporting apply to both the on-premises and Oracle Planning and Budgeting Cloud Service versions of Financial Reporting.

You can import Financial Reporting and Web Analysis documents as fully-formatted HTML, which you can display in Excel, or in query-ready HTML, which enables you to connect to Financial Management or Essbase data sources and run queries.

When you import Reporting and Analysis documents as query-ready HTML, the selected pages of the current data object are converted to HTML, and Smart View-specific formatting is removed. Thus, Smart View can re-query the data source independent of the Web application.

When you import Reporting and Analysis documents as fully formatted HTML, the selected pages of the current data object are converted to HTML, and Smart View formatting definitions and calculated members are retained. Thus, Smart View cannot directly query the data source, but Smart View content can be leveraged by Microsoft Office applications.

Tip:

After importing an image in Word or PowerPoint, use the Office Format Picture option to format it; for example, to crop and resize. The Format Picture settings are preserved, even after you refresh the image.